Estee Lauder Companies Inc
EL- Exchange
- NYSE
- Industry
- Perfumes, Cosmetics & Other Toilet Preparations
- SEC CIK
- 0001001250
In the last 90 days, Estee Lauder Companies Inc insiders filed 0 open-market purchases and 4 sales; 834 institutions reported holding it in 13F filings for Q2 2026, worth $18.1B in total; superinvestors Lindsell Train and Maverick Capital hold it.
13F holders, Q4 2022
Institutional positions in Estee Lauder Companies Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,184
- +83 vs. Q3 2022
- Shares held
- 204.1M
- +3.12M (+1.6%) vs. Q3 2022
- Total value
- $50.6B
- +$7.22B (+16.6%) vs. Q3 2022
- New holders
- 169
- 452 more added
- Sold out
- 86
- 404 more reduced
25 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 834 | $18.1B |
| Q1 2026 | 836 | $16.4B |
| Q4 2025 | 889 | $24.0B |
| Q3 2025 | 822 | $19.1B |
| Q2 2025 | 811 | $17.8B |
| Q1 2025 | 793 | $14.2B |
| Q4 2024 | 843 | $15.9B |
| Q3 2024 | 921 | $20.0B |
| Q2 2024 | 994 | $21.9B |
| Q1 2024 | 1,059 | $32.0B |
| Q4 2023 | 1,039 | $30.1B |
| Q3 2023 | 1,037 | $29.2B |
| Q2 2023 | 1,132 | $39.6B |
| Q1 2023 | 1,235 | $50.0B |
| Q4 2022 | 1,184 | $50.6B |
| Q3 2022 | 1,126 | $43.7B |
| Q2 2022 | 1,157 | $52.0B |
| Q1 2022 | 1,207 | $55.1B |
| Q4 2021 | 1,261 | $76.0B |
| Q3 2021 | 1,174 | $60.9B |
| Q2 2021 | 1,152 | $65.4B |
| Q1 2021 | 1,135 | $59.4B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Estee Lauder Companies Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 1,203 | $298.0K | 0.01% | −96−7.4% | Reduced |
| Goepper Burkhardt LLC | 1,202 | $298.2K | 0.21% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,209 | $300.0K | 0.11% | +1,209 | New |
| Disciplined Investments, LLC | 1,211 | $300.5K | 0.15% | −3−0.2% | Reduced |
| Andesa Financial Management Inc. | 1,219 | $302.4K | 0.16% | −364−23.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,226 | $304.0K | 0.01% | −46−3.6% | Reduced |
| Sonen Capital LLC | 1,227 | $304.4K | 0.50% | 00.0% | Unchanged |
| NBT Bank N A | 1,249 | $309.9K | 0.05% | +206+19.8% | Added |
| Avidian Wealth Solutions, LLC | 1,263 | $313.3K | 0.02% | +1,263 | New |
| Perigon Wealth Management, LLC | 1,277 | $316.9K | 0.02% | +1,277 | New |
| Alpha Paradigm Partners, LLC | 1,276 | $317.0K | 0.13% | +1,276 | New |
| Founders Financial Securities LLC | 1,283 | $318.3K | 0.05% | +1,283 | New |
| Waldron Private Wealth LLC | 1,487 | $321.0K | 0.02% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,296 | $321.6K | 0.04% | −245−15.9% | Reduced |
| Covenant Partners, LLC | 1,297 | $321.8K | 0.13% | +1,297 | New |
| Carolinas Wealth Consulting LLC | 1,299 | $322.2K | 0.07% | −35−2.6% | Reduced |
| Gladstone Institutional Advisory LLC | 1,303 | $323.3K | 0.02% | −209−13.8% | Reduced |
| Glassman Wealth Services | 1,305 | $323.8K | 0.06% | +129+11.0% | Added |
| Farmers National Bank | 1,309 | $324.8K | 0.12% | +20+1.6% | Added |
| Gateway Investment Advisers LLC | 1,309 | $324.8K | 0.00% | +277+26.8% | Added |
| Main Street Financial Solutions, LLC | 1,310 | $325.0K | 0.05% | −8−0.6% | Reduced |
| AlphaStar Capital Management, LLC | 1,310 | $325.0K | 0.03% | −31−2.3% | Reduced |
| Girard Partners Ltd. | 1,322 | $328.2K | 0.04% | +178+15.6% | Added |
| Bragg Financial Advisors, Inc | 1,350 | $334.9K | 0.02% | −350−20.6% | Reduced |
| Journey Advisory Group, LLC | 1,350 | $334.9K | 0.08% | −294−17.9% | Reduced |
| Capital Analysts, LLC | 1,358 | $336.0K | 0.02% | +1,295+2,055.6% | Added |
| Sage Private Wealth Group, LLC | 1,354 | $336.2K | 0.40% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,356 | $336.4K | 0.01% | +38+2.9% | Added |
| Dana Investment Advisors, Inc. | 1,357 | $336.7K | 0.02% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,370 | $340.0K | 0.24% | +160+13.2% | Added |
| Wealthspire Advisors, LLC | 1,376 | $341.4K | 0.01% | +1,376 | New |
| Barnes Pettey Financial Advisors, LLC | 1,391 | $345.1K | 0.36% | +1,391 | New |
| First Manhattan Co | 1,392 | $345.4K | 0.00% | +318+29.6% | Added |
| Robertson Stephens Wealth Management, LLC | 1,404 | $348.3K | 0.03% | −19−1.3% | Reduced |
| MUFG Securities EMEA plc | 1,408 | $349.0K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,344 | $350.9K | 0.02% | −30−2.2% | Reduced |
| Old North State Trust, LLC | 1,414 | $351.0K | 0.23% | +56+4.1% | Added |
| Private Advisor Group, LLC | 4,305 | $351.7K | 0.02% | −665−13.4% | Reduced |
| Ballentine Partners, LLC | 1,419 | $352.1K | 0.01% | −295−17.2% | Reduced |
| Oxler Private Wealth LLC | 1,422 | $352.9K | 0.19% | −170−10.7% | Reduced |
| Paragon Financial Partners, Inc. | 1,426 | $353.8K | 0.39% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,432 | $355.3K | 0.08% | +176+14.0% | Added |
| Winton Group Ltd | 1,437 | $356.5K | 0.02% | −172−10.7% | Reduced |
| Atlas Capital Advisors LLC | 1,443 | $358.0K | 0.06% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,451 | $360.0K | 0.02% | −247−14.5% | Reduced |
| Gleason Group, Inc. | 1,451 | $360.1K | 0.11% | +4+0.3% | Added |
| Essex Savings Bank | 1,463 | $363.0K | 0.13% | +135+10.2% | Added |
| Pacific Global Investment Management CO | 1,465 | $363.5K | 0.08% | −12−0.8% | Reduced |
| S.A. Mason LLC | 1,466 | $363.7K | 0.27% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,469 | $364.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,469 | $364.5K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,475 | $365.9K | 0.05% | +66+4.7% | Added |
| NorthCrest Asset Manangement, LLC | 1,477 | $366.0K | 0.02% | +50+3.5% | Added |
| Verdence Capital Advisors LLC | 1,480 | $367.3K | 0.05% | +1,480 | New |
| Cloverfields Capital Group, LP | 1,489 | $369.4K | 0.12% | +1,489 | New |
| First Financial Bank - Trust Division | 1,512 | $375.0K | 0.04% | −458−23.2% | Reduced |
| Linscomb & Williams, Inc. | 1,516 | $376.1K | 0.02% | −53−3.4% | Reduced |
| Papp L Roy & Associates | 1,517 | $376.4K | 0.05% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,523 | $377.9K | 0.02% | −207−12.0% | Reduced |
| Flagship Harbor Advisors, LLC | 1,552 | $385.0K | 0.04% | −2−0.1% | Reduced |
| Haverford Trust Co | 1,558 | $386.6K | 0.00% | +1,558 | New |
| Associated Banc-Corp | 1,564 | $388.0K | 0.02% | −16−1.0% | Reduced |
| Vident Investment Advisory, LLC | 1,573 | $390.3K | 0.01% | +1,573 | New |
| Elgethun Capital Management | 1,555 | $391.0K | 0.14% | −17−1.1% | Reduced |
| Lincoln Capital LLC | 1,581 | $392.3K | 0.11% | +17+1.1% | Added |
| David Loasby | 1,505 | $396.7K | 0.05% | +493+48.7% | Added |
| Waypoint Capital Advisors, LLC | 1,608 | $399.0K | 0.14% | +9+0.6% | Added |
| Curbstone Financial Management Corp | 1,620 | $402.0K | 0.10% | +1,620 | New |
| Sigma Planning Corp | 1,626 | $403.6K | 0.01% | +35+2.2% | Added |
| Capital Advisors Inc | 1,644 | $407.9K | 0.01% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,678 | $416.3K | 0.22% | −81−4.6% | Reduced |
| Nordwand Advisors, LLC | 1,681 | $417.1K | 0.05% | +1,681 | New |
| Transcend Wealth Collective, LLC | 1,687 | $418.5K | 0.05% | +99+6.2% | Added |
| Vise Technologies, Inc. | 1,696 | $420.8K | 0.13% | −165−8.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,703 | $422.5K | 0.17% | −131−7.1% | Reduced |
| Credential Qtrade Securities Inc. | 1,720 | $426.7K | 0.03% | +1,720 | New |
| First County Bank | 1,730 | $429.2K | 0.21% | +1,730 | New |
| GenWealth Group, Inc. | 1,739 | $431.5K | 0.14% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,741 | $431.9K | 0.01% | +538+44.7% | Added |
| Beese Fulmer Investment Management, Inc. | 1,751 | $434.4K | 0.05% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 1,769 | $438.9K | 0.02% | +815+85.4% | Added |
| Lumature Wealth Partners, LLC | 1,798 | $446.2K | 0.25% | +32+1.8% | Added |
| Marshall Wace, LLP | 1,800 | $446.6K | 0.00% | −367,218−99.5% | Reduced |
| Chimera Capital Management LLC | 1,801 | $446.8K | 0.12% | +1,801 | New |
| Scott Investment Partners LLP | 1,800 | $447.0K | 1.08% | 00.0% | Unchanged |
| CX Institutional | 1,804 | $447.6K | 0.03% | +1,804 | New |
| Carnegie Capital Asset Management, LLC | 1,811 | $449.3K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,813 | $449.9K | 0.01% | +1+0.1% | Added |
| Atria Wealth Solutions, Inc. | 1,825 | $452.7K | 0.01% | +185+11.3% | Added |
| Fort Point Capital Partners LLC | 1,825 | $452.8K | 0.08% | −10−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,834 | $455.0K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,835 | $455.4K | 0.17% | −171−8.5% | Reduced |
| Belpointe Asset Management LLC | 1,836 | $455.4K | 0.03% | −438−19.3% | Reduced |
| Gotham Asset Management, LLC | 1,849 | $458.8K | 0.01% | −16,052−89.7% | Reduced |
| Bowman & Co S.C. | 1,852 | $459.5K | 0.36% | +55+3.1% | Added |
| Gryphon Financial Partners LLC | 1,853 | $459.8K | 0.11% | +162+9.6% | Added |
| Coastline Trust Co | 1,860 | $461.5K | 0.07% | −625−25.2% | Reduced |
| Moloney Securities Asset Management, LLC | 1,873 | $464.7K | 0.10% | −31−1.6% | Reduced |
| PFS Investments Inc. | 1,875 | $465.0K | 0.01% | +1,875 | New |
| Cannell Peter B & Co Inc | 1,875 | $465.2K | 0.02% | 00.0% | Unchanged |